Importing or Exporting Projects Using the Microsoft Project Add-In

Microsoft Project is a project and portfolio management solution that enables you to develop schedules, assign resources, and track progress.

Within Microsoft Project, you can import and export projects using the Microsoft Project add-in.

Note: The Microsoft Project add-in is available on the per-user Premium/Grow plans and above, as well as certain legacy plans. It is only available for Windows.

To use the Microsoft Project add-in, you will first need to install the Teamwork MS Office integration.

Importing a project to MS Project

In Microsoft Project, Select Import from Teamwork from the Teamwork ribbon and chose your project from the project dropdown menu.

You will also have the option to include completed tasks.

Once complete, your tasks will be imported into Microsoft Project.

Exporting an existing project from MS Project to Teamwork

Select Export to Teamwork from the Teamwork ribbon.

You can choose to export an existing project via the project dropdown menu.

After you selected the project you would like to use, you have three options on how to add your tasks to that project:

Add tasks to this existing task list - will add all your tasks below the selected task list
Use first level tasks as task lists - will add all your tasks on the first level as task lists
Add a new task list - will add a new task list with the MS Project filename or project name

Exporting a new project from MS Project to Teamwork

Select Export to Teamwork from the Teamwork ribbon.

To create a new project, choose New Project to the right of the Project field.

If you want to create a new project you need to make a few basic settings first. Give your Project a Name, chose start and end dates and the company the project is for. You also have the option to upload the document you are currently working on to your project.

Further options include:

People - Add users to your project
Category - Choose a project category
Tag(s) - Add Tag(s) to your project

Click Add Project to create your new project. You can then select this project from the Project selection dropdown menu.

Updating an existing project

Once you have imported or exported a project, you will connected to that project via MS Project. If you make changes in MS Project, you can update your project in Teamwork via the Update project option on the Teamwork ribbon.

Disconnecting a Project

Before disconnecting, please save your MS Project file as we need to save the references to Teamwork.

To open your currently connected project in Teamwork, select the Teamwork Project icon Connected to Project: This will open the project in a new browser tab.

To disconnect, select Disconnect Project from the Teamwork ribbon.

You will need to confirm your disconnect, as the ability to push further changes to Teamwork will not be possible once removed.

Column Mapping

When importing or exporting data from MS Project to Teamwork, we need to assign columns in MS Project to values in Teamwork.

If you want to know where each value of your task goes to or what columns we are able to import, have a look at the list below:

	Column in MS Project	Value in Teamwork	Comment
Project	FileName // Project Name	Name
	Project Settings → Start	Start Date
	Project Settings → Finish	End Date
	Project Settings → Description	Description
Task List *When setting first level tasks as task list	Task Name	Name
Task List *When setting first level tasks as task list	Task Notes	Description
Tasks	Task Name	Name
	Task Notes	Description
	Task Start	Start Date	Also sets Baseline Start when importing
	Task Finish	Due Date	Also sets Baseline Finish when importing
	Predecessors	Predecessors
	Physical % Complete	Completed tasks	Show completed tasks
	% Work Completed	Progress
	Work	Estimation	This depends on your Length of Day setting in Localization. (Length of Day * amount of days set in the Work Column on Microsoft Project)
	Text1	Tags	Add comma seperated tags
	WBS	*	WBS will be prepended to Name if chosen in options
	Text20	TaskID	Text20 will contain task ID after task was created
	Assigned Resources	Assignments	*see Resources
	Task Hyperlink	*	Will contain a link to the task after import
Resources	Name	Display Name
	Email-Address	User Name
		Email Address
	Default Rate	Default Rate

For more information, see: Integration options

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